Asset Allocation

As of March 31, 2026.
Type % Net
Cash 6.11%
Stock 73.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.02%
Other 20.33%
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Market Capitalization

As of March 31, 2026
Large 14.52%
Mid 27.51%
Small 57.97%
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Region Exposure

% Developed Markets: 71.77%    % Emerging Markets: 0.22%    % Unidentified Markets: 28.01%

Americas 57.40%
56.74%
Canada 11.23%
United States 45.51%
0.66%
Brazil 0.19%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.50%
United Kingdom 1.06%
9.41%
Germany 0.31%
Netherlands 4.68%
Sweden 4.42%
0.00%
0.03%
Israel 0.01%
South Africa 0.02%
Greater Asia 4.09%
Japan 3.98%
0.10%
Australia 0.05%
0.00%
Hong Kong 0.00%
0.00%
Unidentified Region 28.01%

Stock Sector Exposure

Cyclical
34.17%
Materials
3.42%
Consumer Discretionary
0.40%
Financials
30.30%
Real Estate
0.05%
Sensitive
30.27%
Communication Services
3.10%
Energy
24.38%
Industrials
2.77%
Information Technology
0.02%
Defensive
7.34%
Consumer Staples
0.06%
Health Care
0.00%
Utilities
7.28%
Not Classified
28.22%
Non Classified Equity
7.09%
Not Classified - Non Equity
21.13%
As of March 31, 2026
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available